Move Document

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This wizard is found on the SharePoint 2013 - Document Events node in K2 Studio and the K2 Designer for Visual Studio..

What does it do?

The Move Document event allows you to move a document from one library to another.

How is it used?

A business application may move documents to an archive folder after it successfully completes.

Select the document reference or browse to a document.

Field Description Sample Value
Use a document that is referenced in this workflow

Use this option if a reference was created earlier in this workflow.

Select the reference from the drop down list.
Browse to document This property is populated with the default SharePoint Site Collection.

Choose a site collection from the available site collections that have the K2 for SharePoint app registered. If there is only one it is auto-selected.
Continue if document is checked out Select to continue the workflow even if the document to be moved is checked out. Select the option if required.

If Browse to document was selected on the Specify Document page of the wizard, select the SharePoint library containing the document to move.

Field Description Sample Value
Library Navigation

When the SharePoint Site Collection contains subsites, navigate to the required Library by double-clicking the subsite. Select the required library and continue the wizard.
Use the Root button to navigate to the Main SharePoint Site Collection.
Use the Up button to navigate on step back in the breadcrumb.

  
Library List Select the SharePoint library where the document must be moved from. Click on the required library

If Browse to document was selected on the Specify Document page of the wizard, set the filters to determine which documents are to be moved.

Field Description Sample Value
Filter Fields

Apply a filter by specifying values in one or more fields to identify the required item.

Select the check box in front of the field to enable the filter. Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.

Select the SharePoint site collection to move the document to.

Field Description Sample Value
Use a library that is referenced in this workflow

Use this option if a reference was created earlier in this workflow.

Select the reference from the drop down list.
Template Select the SharePoint Document template. Click on the drop-down and select the required template.
Browse to Library

This property is populated with the default SharePoint Site Collection.

 Choose a site collection from the available site collections that have the K2 for SharePoint app registered. If there is only one it is auto-selected.
FolderSpecify the folder the document must be copied to

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.

Overwrite existing documentSelect to overwrite any existing document in the library with the same name.Select the option if required.
Continue if there is no document to moveSelect to continue the workflow even if the document to be moved is not found. Select the option if required.

Select the SharePoint library where the document is to be placed.

Field Description Sample Value
Library Navigation

When the SharePoint Site Collection contains subsites, navigate to the required Library by double-clicking the subsite. Select the required library and continue the wizard.
Use the Root button to navigate to the Main SharePoint Site Collection.
Use the Up button to navigate on step back in the breadcrumb.

  
Library List: Select the SharePoint library where the document must be moved to. Click on the required library.

Update the properties of the moved document, and optionally create a document reference for future use.

Field Description Sample Value
Document properties

To update fields:

  • Select the check box before the field to enable updating.
  • Type a value or drag a pre-configured field from the Context Browser such as a Data Field, Item Reference or SmartObject Load method property.
Note that when a SmartObject Load method property is used, an input property is required for the correct information to load.
The selected fields are updated with new values when running the workflow.
Create Document Reference

Specify a unique name which can be Referenced later in this workflow.

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.